BSWM

Boston Standard Wealth Management Portfolio holdings

AUM $595M
1-Year Est. Return 11.49%
This Quarter Est. Return
1 Year Est. Return
+11.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$455M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.9M
3
+$1.36M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.35M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.24M

Top Sells

1
+$815K
2
+$207K
3
+$187K
4
MSFT icon
Microsoft
MSFT
+$155K
5
ESGV icon
Vanguard ESG US Stock ETF
ESGV
+$115K

Sector Composition

1 Technology 0.46%
2 Industrials 0.19%
3 Consumer Discretionary 0.06%
4 Communication Services 0.06%
5 Healthcare 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$793K 0.17%
10,115
-10,392
27
$638K 0.14%
9,447
+142
28
$628K 0.14%
30,912
29
$613K 0.13%
1,372
-348
30
$533K 0.12%
7,131
-91
31
$506K 0.11%
13,151
+110
32
$471K 0.1%
14,054
+441
33
$391K 0.09%
3,164
+274
34
$383K 0.08%
704
+2
35
$378K 0.08%
6,717
-263
36
$340K 0.07%
6,367
+7
37
$324K 0.07%
10,204
+11
38
$313K 0.07%
2,776
+14
39
$269K 0.06%
1,466
-199
40
$255K 0.06%
840
41
$232K 0.05%
7,241
42
$206K 0.05%
+1,068
43
$206K 0.05%
2,256
44
$205K 0.05%
4,209
-67
45
$203K 0.04%
15,166
46
$201K 0.04%
1,222
+3
47
$75K 0.02%
+10,742
48
– –
-1,170
1
2